Global Retirement Partners’s Baldwin Insurance Group BWIN Stock Holding History

Global Retirement Partners’s Portfolio BWIN Stock Details BWIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$2.38K	Hold	99	–	–	﹤0.01%	3674
2025 Q3	$2.79K	Buy	99 +24	+32%	+$833	﹤0.01%	3193
2025 Q2	$3.21K	Buy	+75	New	+$3.04K	﹤0.01%	3069
2024 Q4	$2.79K	Sell	72 -28	-28%	-$1.31K	﹤0.01%	2946
2024 Q3	$4.98K	Sell	100 -3,923	-98%	-$171K	﹤0.01%	2561
2024 Q2	$143K	Buy	+4,023	New	+$124K	﹤0.01%	1026
2023 Q1	–	Sell	-80	Closed	-$2.01K	–	3357
2022 Q4	$2.01K	Hold	80	–	–	﹤0.01%	2363
2022 Q3	$2K	Hold	80	–	–	﹤0.01%	2336
2022 Q2	$2K	Hold	80	–	–	﹤0.01%	2302
2022 Q1	$2K	Buy	+80	New	+$2.31K	﹤0.01%	2269
2021 Q4	–	Sell	-1,123	Closed	-$37K	–	1876
2021 Q3	$37K	Sell	1,123 -276	-20%	-$8.64K	﹤0.01%	959
2021 Q2	$37K	Buy	1,399 +253	+22%	+$6.86K	﹤0.01%	980
2021 Q1	$31K	Buy	1,146 +151	+15%	+$4.11K	﹤0.01%	968
2020 Q4	$30K	Hold	995	–	–	﹤0.01%	907
2020 Q3	$25K	Buy	995 +63	+7%	+$1.36K	﹤0.01%	858
2020 Q2	$16K	Buy	+932	New	+$11.2K	﹤0.01%	975

Other funds holding BWIN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Global Retirement Partners's BWIN Position: Q4 2025 in Review

Global Retirement Partners held its Baldwin Insurance Group (BWIN) position steady in Q4 2025 at 99 shares worth $2.38K. The position accounts for ﹤0.01% of the portfolio, ranked #3674.

Global Retirement Partners first reported a position in BWIN in Q2 2020 and has held it in 16 quarters since. The position peaked at $143K in Q2 2024. 205 funds tracked by Wall St. Rank hold BWIN as of Q4 2025.

Global Retirement Partners held 99 shares of Baldwin Insurance Group worth $2.38K as of Q4 2025.
Global Retirement Partners left its Baldwin Insurance Group share count unchanged in Q4 2025.
Baldwin Insurance Group made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3674 holding.
Global Retirement Partners first reported a position in Baldwin Insurance Group in Q2 2020 and has held it in 16 quarters since.
Global Retirement Partners's Baldwin Insurance Group position peaked at $143K in Q2 2024.
205 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.